Glass substrate adoption by major tech players may be closer than expected. KIPOST reports that NVIDIA has asked substrate makers to accelerate development, potentially bringing adoption forward to before 2028. That is raising the stakes in the emerging supply-chain race. As Samsung Electro-Mecha...

China’s semiconductor sector delivered record first-half results in 2026, fueled by a memory upcycle, growing AI computing demand, and accelerating domestic substitution. According to ijiwei, combined net profit attributable to shareholders across the sector jumped more than sixfold from a year ea...

As interest from external customers in Intel’s EMIB (Embedded Multi-die Interconnect Bridge) continues to grow, substrate yields are emerging as a key gauge of its readiness. Industry sources suggest EMIB substrate yields improved to around 45% over the past quarter, with the supply chain targetin...

The AI packaging boom is reshaping South Korea’s HBM export flows, with Malaysia taking on a growing role. According to Chosun Biz, South Korea’s HBM-related exports to Malaysia have surged 5.7-fold in just one year. Annual exports stood at only around KRW 130 billion four years ago, but have no...

Alibaba is accelerating its push into AI infrastructure with new in-house chips. According to ijiwei, Alibaba’s T-Head has unveiled the Zhenwu V900, an AI chip designed for both training and inference. CEO Eddie Wu said it is currently China’s most powerful AI chip, delivering three times the co...